Loading Documents

You can load a contact's document into the workspace using three different methods. Each one sets the active contact, populates the data grid, and renders their document in the TLDraw canvas.

Calendar Sidebar

The calendar drawer on the left side of the Documents page lists upcoming events. When you click an event entry, the application loads the associated contact's document into the canvas and scrolls the data grid to their row. This is the fastest way to jump between documents when you are working through a schedule.

Data Grid Phone Cell

The data grid in the lower panel displays all contacts in a tabular view. Each row includes a phone number cell that acts as a clickable link. When you click a phone number, the page loads that contact's document into the canvas above. The URL updates to reflect the selected phoneE164 value.

Search Bar

A search bar at the top of the page lets you find contacts by phone number or name. As you type, matching results appear in a dropdown. Selecting a result loads that contact's document and highlights their row in the data grid. This is the best approach when you know the contact but do not see them in the current calendar view or grid.